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iShares Core S&P Mid-Cap ETF

2,417 hedge funds and large institutions have $75.6B invested in iShares Core S&P Mid-Cap ETF in 2025 Q2 according to their latest regulatory filings, with 141 funds opening new positions, 962 increasing their positions, 988 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

0.46% more ownership

Funds ownership: 78.98%79.44% (+0.46%)

3% less repeat investments, than reductions

Existing positions increased: 962 | Existing positions reduced: 988

2% less funds holding in top 10

Funds holding in top 10: 365358 (-7)

Holders
2,417
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
358
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$39.1M
Puts
$6.8M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HWMO
2176
Heritage Wealth Management (Ohio)
Ohio
$214K
PSIWM
2177
Paradigm Strategies in Wealth Management
Minnesota
$214K
BF
2178
Brogan Financial
Tennessee
$214K
BFG
2179
Berger Financial Group
Minnesota
$214K
NPT
2180
Nixon Peabody Trust
Massachusetts
$213K
FFA
2181
Frazier Financial Advisors
Ohio
$213K
VP
2182
Verum Partners
North Carolina
$213K
UWP
2183
Uniting Wealth Partners
Kansas
$213K
ECA
2184
Elevated Capital Advisors
Utah
$213K
LS
2185
Leelyn Smith
Illinois
$211K
DP
2186
Denver PWM
Colorado
$211K
MAM
2187
Marquette Asset Management
Minnesota
$211K
AMIM
2188
Aull & Monroe Investment Management
Alabama
$209K
PHAM
2189
Palisades Hudson Asset Management
Florida
$209K
TAM
2190
TCP Asset Management
Ohio
$208K
ISFAN
2191
Investor's Fiduciary Advisor Network
Washington
$208K
FVCM
2192
F&V Capital Management
Florida
$208K
WPA
2193
Wealth Preservation Advisors
Tennessee
$208K
RWM
2194
Reston Wealth Management
Virginia
$208K
CIP
2195
Capital Insight Partners
Arizona
$207K
GWA
2196
Gutierrez Wealth Advisory
Arkansas
$207K
WA
2197
Wealth Architects
California
$207K
LFGO
2198
Legacy Financial Group (Oklahoma)
Oklahoma
$207K
SFP
2199
Strategic Financial Planning
Texas
$207K
BFP
2200
Briaud Financial Planning
Texas
$207K